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Centricity Wealth Management’s Starbucks SBUX Stock Holding History

Centricity Wealth Management’s Portfolio SBUX Stock Details SBUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$36.7K Hold
400
– – 0.03% 204
2025
Q1 		$39.2K Hold
400
– – 0.04% 191
2024
Q4 		$36.5K Buy
+400
New +$38.7K 0.03% 198

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Centricity Wealth Management's SBUX Position: Q2 2025 in Review

Centricity Wealth Management held its Starbucks (SBUX) position steady in Q2 2025 at 400 shares worth $36.7K. The position accounts for 0.03% of the portfolio, ranked #204.

Centricity Wealth Management first reported a position in SBUX in Q4 2024 and has held it in 3 quarters since. The position peaked at $39.2K in Q1 2025. 2,340 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • Centricity Wealth Management held 400 shares of Starbucks worth $36.7K as of Q2 2025.
  • Centricity Wealth Management left its Starbucks share count unchanged in Q2 2025.
  • Starbucks made up 0.03% of Centricity Wealth Management's portfolio in Q2 2025, its #204 holding.
  • Centricity Wealth Management first reported a position in Starbucks in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Starbucks position peaked at $39.2K in Q1 2025.
  • 2,340 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.